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Business Contacts & Backgrounds


Company Profile

Industry:Insurance Agent/Broker Investor

Member:Jered Kohl / Manager, inactive


Who has worked at Cfd Investments

Position at Cfd Investments Previous job position
Andy Roller Cfp
Financial Advisor
Andy Rollerowner Since Jul 2001
Debbie Mendenhall
Accounting Staff
Greg Williams
IT Support Specialist
Jay Brooks
Graphic DesignerSince Apr 2013
FreelanceGraphic Designer Since Jan 2005
Jim Gibson
Directory of Information TechnologySince Apr 2010
Hewlett-PackardTechnology Consultant III 2008 - 2010
Kristina Gottlieb
Administrative assistant responsible for arranging meetings and greeting clientsSince Apr 2012
BeautiControlDirect sales through cold-calling and referrals Since Jan 2011
Mike Richardson
Investment Advisor RepresentativeSince 2000
Rhonda Panzica
Office ManagerSince 2010
Rick Colglazier
registered representative
Scott Adams
Registered RepresentativeSince Jan 2005
Taylor UniversityAssociate Professor, Advisor to Student Managed Endowment Team Since Aug 2000
Tamara Galloway
Investment AssistantSince Sep 2010
DE-Americas Customer GroupQS-9000 Technical Writer / Contracted through Manpower (Quality/Administrative) Since 2008
Tammy Galloway
Investment AssistantSince Sep 2010
Delphi Electronics & SafetySubstance of Concern Engineering Coordinator Sep 2003 - Feb 2010
Tony Burnett
Accounting ManagerSince Feb 2005
Toppan PhotomasksGlobal Business Analyst Feb 1988 - Mar 2003
Tracy Masri
QUINTON KOCH FINANCIAL ADVISORSince Feb 2013
VERIZON WIRELESSCustomer Service Representative Nov 2010 - May 2011

Former Employees

Position at Cfd Investments Next job position
Anika Hutchinson
 
Bully Police IndianaState Director Since 2010
Ashley Dewitt
InternshipMay 2010 - Jul 2010
David Bowyer
Financial AdviserNov 2008 - Sep 2009
Bailey and Wood Financial GroupSenior Mortgage Consultant Since Oct 2011
Jared Kohl
Financial AdvisorOct 2003 - Jul 2006
Koss Financial GroupWealth Consultant Since Aug 2006
Jason Murray
Director of Information TechnologyJan 2009 - Dec 2010
ChryslerIT Site Manager Since Nov 2010
Jennifer Kellogg
Independent Investment Advisor RepresentativeOct 2002 - 2010
Melissa Campos
ReceptionistMay 1995 - Feb 1996
Phil Williams
Marketing Director/Member Board of Directors/Financial AdvisorOct 2007 - Jan 2011
Morgan StanleyFinancial Advisor Since May 2012
Sherri Stanton
Daily Adviser Compliance oversightAug 2005 - Jun 2013
US BankSales & Service Coordinator/Assistant Manager Since Jul 2013
Wayne Wheatley
Investment RepresentativeOct 2004 - Mar 2012
CUNA Mutual GroupProtection Specialist Since Jan 2011

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